AI Data Insight
In Q3 2026, the annualized quarter-over-quarter growth rate of US real GDP gross private domestic fixed investment reached 9.4%, accelerating further from 7.0% in the previous quarter and driving robust overall economic growth. Nonresidential equipment investment, such as AI data centers, became the strongest engine, effectively offsetting the contraction in residential investment caused by high interest rates. Looking ahead, tech capital expenditures will remain resilient in the short term, but sticky inflation and the direction of Federal Reserve policies will be the greatest medium-term risks.